Novo Nordisk nach Split WKN: A3EU6F ISIN: DK0062498333 Kürzel: NOV Forum: Aktien User: Coronaprofiteur
43,86
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+2,38 % +1,02
22:59:13 Uhr,
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Kommentare 53.375
Tetze,
19:13 Uhr
0
40% hoch in der kurzen Zeit, ist schon stark. Trotzdem darf man nicht vergessen, eine Kackmeldung und wieder 20% runter, dann sind die 40% fast komplett weg. Hatte deshalb auch einiges verkauft, den Rst behalte ich hoffe erstmal auf 50+
McLovin09,
20:18 Uhr
0
Fragezeichen drücken, um Tastatur Kurzbefehle anzuzeigen
Tastatur Kurzbefehle anzeigen
Wegovy pill outsells Foundayo 10.3X.......
ResearchPulse
@ResearchPulse1
·
33 Min.
Last week $LLY told analysts that capture rate for Foundayo is 90%. That means IQVIA captures 90% of total Foundayo sales.
With last week’s IQVIA data being TRx 20,593, that means the true total Foundayo scripts was about 22,900
Now compare that with IQVIA numbers for Wegovy pill that were 151,963 last week.
$NVO has guided that capture rate is between 60-65%. In my model I use 64.5%
That means the true total wegovy pill scripts for last week were about 235.500. That means Wegovy pill currently outsells Foundayo 10.3x……! That’s a lot larger difference than what any analysts had thought.
Morgan Stanley has since the launch of Foundayo said they expect Foundayo to catch wegovy pill sales numbers after 16 weeks, so that they would have 50/50 market. That was still their model after the first 11 weeks of Foundayo sales.
This clearly shows the actual strength of Wegovy pill launch. And, many analysts, especially those covering LLY but not NVO have a long way to go for adapting to reality.
I still see Foundayo becoming a very successful multi-Billion-dollar drug. But in markets where wegovy pill is launched, Foundayo will get a smaller market share. However, in diabetes, I see huge potential. That is If we don’t start to see too many consumers experience increased liver enzyme signal. This is a latent risk for Foundayo.
Medicare Bridge just started yesterday. That will boost all 4 obesity meds. But some surveys seem to point towards oral is more preferred over injections in Medicare population. Both Foundayo and Wegovy pill would benefit from that, although Wegovy pill likely taking the largest share of oral scripts
McLovin09,
18:53 Uhr
0
Despite recovering around 40% from its March lows, $NVO was the most sold stock among Danish retail investors on Nordnet in June.
Nordnet called the development "surprising," noting that several analysts have recently speculated Novo Nordisk could raise its 2026 guidance following the strong launch of Oral Wegovy.
Nevertheless, many retail investors chose to take profits during the month.
Link: euroinvestor.dk/nyheder/overra…
#StocksInFocus #Investing
Trader_with_passion,
18:12 Uhr
0
Ich kann dazu nur sagen, dass Kohlmeise3 seinen Kauf von Novo in diesem Forum verkündet hat, als der Kurs auf 31,50 € stand. Zu den anderen Aktien kann ich nichts sagen, da ich diese Aktien nicht besitze, daher verfolge ich diese Foren nicht.
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